Add, Import and Integrate
Leads and Phone Calls from any Marketing Channel

Integrate Landing Pages and Websites

SalesExec lead management software integration

Marketing Channel, Lead Source and Campaign

Create Marketing Channel, Lead Source, and Campaign

Pick from many available internet lead sources that are already integrated with SalesExec or add new ones. Easily track marketing channel, lead source, and campaign attribution.

SalesExec lead manager API

Integration API or Zapier

Quickly integrate with the SalesExec API to push lead updates from internal applications or utilize services like Zapier to capture leads from tradeshows, webinars, landing pages, and other applications.

A dedicated customer success manager will ensure you have access to all the information you need to integrate your internal applications with the ClickPoint API.

Lead management IVR integration

Capture all Calls
with Inbound IVR

Create dynamic call flows that capture and route calls to your sales team while integrating vital call metrics that can be displayed in SalesExec dashboards or exported easily through our REST API.

SalesExec lead management brochure

SalesExec Brochure

Sales Engagement with Lead Management, designed to simplify the sales process and improve the number of meaningful conversations between salespeople and potential customers.

Download

RingResponse lead dialing brochure

RingResponse Brochure

Inbound call routing with an outbound call prioritization and dialing solution. Improve both inbound call handling and outbound dialing with text messaging.

Download

SalesExec Features

Sales Workflows

Create multiple sales workflows with customized lead status

User Permissions

Multiple user permission levels and account hierarchy

Lead Fields

Add lead fields with field permissions

Import & Exports

Import lead lists, add leads, and export leads

Campaign Tracking

Track Marketing Channel, Campaign, and Lead Source ROI

Lead Source Integration

Integrate third party lead sources

Email Nurture

Automated email nurture with email template designer

Text SMS

Text SMS delivery with compliant messaging solution

REST API

Webhooks to update lead data or extract lead data

Push or Pull

Lead routing options include Push and Pull strategies

Lead Prioritization

Prioritize lead assignment based on criteria, first in, state calling hours, teams, and more

Mobile

Respond to leads instantly via iOS or Android mobile device

Call Distribution

Intelligent Routing: Shotgun, Queues, Criteria, Forwarding, Redirect

User Availability

Salespeople opt to receive calls or set as unavailable

Dynamic Sales Scripts

Interactive sales scripts to help salespeople convert inbound calls

Real-time Notifications

Salespeople receive real-time inbound call notifications

Call Flows

Configure queues, redirect calls, messages, text to speech

Purchase Numbers

Purchase 1-800 or local numbers

Local Presence

Dial leads from local area codes

Voicemail Drops

Pre-recorded voicemails delivered instantly

Lead Disposition

Update leads with status and action

Suggested Leads

Pull leads and allow prioritization

Compliance

State calling hours and DNC list management

Sales Stats

View real-time team performance

Call Recording

Listen to calls for coaching opportunities

Automated Email

Deliver emails based on lead status and action

Transfer Calls

Team members can pre-screen calls and transfer